BILL ANALYSIS                                                                                                                                                                                                    �




                     SENATE GOVERNANCE & FINANCE COMMITTEE
                            Senator Lois Wolk, Chair
          

          BILL NO:  AB 1331                     HEARING:  6/11/14
          AUTHOR:  Rendon                       FISCAL:  Yes
          VERSION:  5/8/14                      TAX LEVY:  No
          CONSULTANT:  Grinnell                 

                CLEAN, SAFE, RELIABLE DRINKING WATER ACT OF 2014
          

            Enacts the Clean, Safe, Reliable, Drinking Water Act of  
                                     2014.


                           Background and Existing Law  

          I.  Bond Acts.  When public agencies issue bonds, they  
          essentially borrow money from investors, who provide cash  
          in exchange for the agencies' commitment to repay the  
          principal amount of the bond plus interest.  Bonds are  
          usually either revenue bonds, which repay investors out of  
          revenue generated from the project the agency buys with  
          bond proceeds, or general obligation bonds, which the  
          public agency pays out of general revenues and are  
          guaranteed by its full faith and credit.  

          Section 1 of Article XVI of the California Constitution and  
          the state's General Obligation Bond Law guide the issuance  
          of the state's general obligation debt.  The Constitution  
          allows the Legislature to place general obligation bonds on  
          the ballot for specific purposes with a two-thirds vote of  
          the Assembly and Senate.  Voters also can place bonds on  
          the ballot by initiative, as they have for parks, water  
          projects, high-speed rail, and stem cell research, among  
          others.  Either way, general obligation bonds must be  
          ratified by majority vote of the state's electorate.    
          Unlike local general obligation bonds, the state's  
          electorate doesn't automatically trigger an increased tax  
          to repay the bonds when they approve a state general  
          obligation bond.  Article XVI of the California  
          Constitution commits the state to repay investors from  
          general revenues above all other claims, except payments to  
          public education.   California voters approved $38.4  
          billion of general obligation bonds between 1974 and 1999,  
          but approximately $95 billion since 2000.






          AB 1331 - 5/8/14 -- PageB

          Bond acts have standard provisions that authorize the  
          Treasurer to sell a specified amount of bonds, and  
          generally include several uniform provisions that:
                 Establish the state's obligation to repay them, and  
               pledge its full faith and credit to repayment, 
                 Set forth issuance procedures, and link the bond  
               act to the state's General Obligation Bond Law,  
                 Create a finance committee with specified  
               membership, chaired by the State Treasurer,  
                 Charge the committee to determine whether it is  
               "necessary or desirable" to issue the bonds,
                 Add other mechanisms necessary for the Treasurer  
               and the Department of Finance to implement the bond  
               act, including allowing the board to request a loan  
               from the Pooled Money Investment Board to advance  
               funds for bond-funded programs prior to the bond sale,  
               among others.

          In bond acts, the Legislature generally:
                 Sets forth categories of projects eligible for bond  
               funds, such as library construction or school facility  
               modernization, 
                 Chooses an administrative agency to award the  
               funds, such as the State Librarian or the State  
               Allocation Board,   
                 Details the criteria to guide the administrative  
               agency's funding in each category,  
                 Enacts enforcement and audit provisions, and
                 Provide for an election to approve the bond act.

          Should the voters approve the bond act, the Legislature  
          then appropriates funds to the chosen state agencies to  
          fund projects consistent with the criteria, generally as  
          part of the Budget Act.  The Department of Finance then  
          surveys departments to determine need for bond funds based  
          on a project's readiness, and then asks the Treasurer to  
          sell bonds in a specified amount.  After the bond sale, the  
          Department of Finance determines which bond acts and  
          departments receive bond proceeds.  

          The Legislature has enacted several bond acts through the  
          years to fund water projects in the following total  
          amounts: 
                 California Safe Drinking Water Bond Law of 1976  
               ($172 million),
                 Clean Water and Water Conservation Bond Law of 1978  
               ($375 million),






          AB 1331 - 5/8/14 -- PageC

                 California Safe Drinking Water Bond Law of 1984  
               ($75 million),
                 Water Conservation and Water Quality Bond Law of  
               1986 ($150 million),
                 California Safe Drinking Water Bond Law of 1986  
               ($100 million),
                 California Safe Drinking Water Bond Law of 1988  
               ($75 million),
                 Water Conservation Bond Law of 1988 ($60 million),
                 Clean Water and Water Reclamation Bond Law of 1988  
               ($65 million),
                 Safe, Clean, Reliable Water Supply Act of 1996  
               ($995 million),
                 Safe Drinking Water, Water Quality and Supply,  
               Flood Control, River and Coastal Protection Bond Act  
               (2000) ($1.9 billion),
                 Safe Neighborhood Parks, Clean Water, Clean Air,  
               and Coastal Protection Bond Act of 2000 ($2.1  
               billion),
                 California Clean Water, Clean Air, Safe  
               Neighborhood Parks, and Coastal Protection Act of 2002  
               ($2.6 billion), and
                 Disaster Preparedness and Flood Prevention Bond Act  
               of 2006 ($4.1 billion).

          Additionally, voters have also approved the following bond  
          acts that funded water projects by initiative in the  
          following total amounts.
                 Water Security, Clean Drinking Water, Coastal and  
               Beach Protection Act of 2002 ($3.4 billion), and
                 Safe Drinking Water, Water Quality and Supply,  
               Flood Control, and River and Coastal Protection Bond  
               Act of 2006 ($5.4 billion).

          The Legislature enacted the Safe, Clean, and Reliable  
          Drinking Water Supply Act (SBx7 2, Cogdill, 2010), which  
          directed the Treasurer to sell $11.14 billion in bonds to  
          fund drought relief, water supply reliability, Delta  
          sustainability, statewide water system operational  
          improvement, conservation and watershed protection,  
          groundwater protection and water quality, and water  
          recycling. The SBx7 2 bond provides $455 million for  
          drought relief, $1.05 billion for water supply reliability,  
          $2.25 billion for delta sustainability, $3 billion for  
          statewide water system operational improvement, $1.785  
          billion for conservation and watershed protections, $1  
          billion for groundwater protection and water quality, and  






          AB 1331 - 5/8/14 -- PageD

          $1 billion for water recycling programs.

          On February 26, 2013, this Committee and the Committee on  
          Natural Resources held a joint informational hearing  
          entitled "Overview of California's Debt Condition: Priming  
          the Pump for a Water Bond," where representatives from the  
          Treasurer's Office and Legislative Analyst's Office (LAO)  
          provided testimony relating to the state's general  
          obligation debt condition and the potential effects of  
          altering the SBx7 2 bond.  A recording of the hearing and  
          related documents are available online:  
           http://sntr.senate.ca.gov/informationaloversighthearings  

          While the joint hearing provided significant data regarding  
          the state's debt condition, updated information as of May  
          1, 2014 shows a total of $127 billion of authorized debt,  
          $75 billion of which is outstanding, meaning the state  
          issued the bonds and is currently repaying them, and $25.2  
          billion authorized, but not yet issued, according to the  
          State Treasurer.  California paid approximately $4.7  
          billion from general revenues to service that debt in  
          2012-13, $5.9 billion in 2013-14, and will pay $6.3 billion  
          in 2014-15, according to the Department of Finance.   
          However, these amounts are offset by payments of around $1  
          billion from other sources, such as truck weight fees.  

          The Legislature initially placed the SBx7 2 bond on the  
          November, 2010 ballot, but later moved it to November, 2012  
          (AB 1265, Caballero).  In 2012, the Legislature again moved  
          the measure to the November, 2014 ballot (AB 1422, Perea,  
          2012).  Concerned that the voters may not approve the $11.1  
          billion bond, the author wants to replace the measure with  
          a $8 billion bond to submit for voter approval in November,  
          2014.

                                   Proposed Law  

          I.  Bond Act.  Assembly Bill 1331 repeals the SBx7 2 bond,  
          and instead enacts the Clean, Safe, Reliable Drinking Water  
          Act of 2014, which authorizes the issuance of $8 billion in  
          bonds upon approval of the voters in the November, 2014  
          election.   The measure creates the Clean, Safe, and  
          Reliable Drinking Water Fund, into which the state deposits  
          bond proceeds for the Legislature to appropriate.

          The measure directs funds for several purposes, each with  
          specified goals, conditions, and categories or specific  






          AB 1331 - 5/8/14 -- PageE

          allocations, in the following amounts:  
                 $1 billion for water quality improvement,  
               administered by the State Water Resources Control  
               Board,
                 $1.5 billion for multibenefit ecosystem and  
               watershed protection and restoration projects,  
               administered by specified conservancies in specified  
               amounts, or by Secretary of the Natural Resources  
               Agency,
                 $2 billion to respond to climate change and  
               contribute to regional water reliability, administered  
               by the Department of Water Resources (DWR) or the  
               Board depending on the category,
                 $1 billion for Sacramento-San Joaquin Delta  
               Sustainability, administered by DWR and the Delta  
               Conservancy, and
                 $2.5 billion for water storage for climate change  
               projects as selected by the California Water  
               Commission.

          For more details on fund direction, please see the analyses  
          from the Senate Committee on Natural Resources and Wildlife  
          (available here:  
           http://www.leginfo.ca.gov/pub/13-14/bill/asm/ab_1301-1350/ab 
          _1331_cfa_20140324_092805_sen_comm.html  ) and the Committee  
          on Environmental Quality (available here:   
           http://www.leginfo.ca.gov/pub/13-14/bill/asm/ab_1301-1350/ab 
          _1331_cfa_20140505_134238_sen_comm.html  ):

          AB 1331 includes standard provisions from bond acts, and  
          incorporates other provisions from the General Obligation  
          Bond Law by reference, except for its provisions that limit  
          the use of the proceeds from the sale of bonds.  The bill  
          creates a finance committee to determine whether it is  
          necessary or desirable to issue the bonds. The committee  
          consists of the following members (or their designated  
          representatives):
                 The State Treasurer, as chair,
                 The Director of Finance,
                 The Controller,
                 The Director of Water Resources, and
                 The Secretary of the Natural Resources Agency.
           The measure allows the Department of Water Resources to  
          request a loan from the Pooled Money Investment Board.  









          AB 1331 - 5/8/14 -- PageF

          II. Administration.  AB 1331 enacts the following  
          administrative provisions:
                 Programs may retain 5% of allocated funds for  
               administrative costs, and up to 10% for planning and  
               monitoring necessary for the successful design,  
               selection, and implementation of projects.  
                 Watershed monitoring data must be sent to the  
               Department of Conservation consistent with its  
               watershed program data system.  
                 The Administrative Procedures Act doesn't apply to  
               the bill's program development or implementation.
                 State agencies must develop and adopt project  
               solicitation guidelines before disbursing grants and  
               loans, which must contain specified contents, although  
               the agency may use past guidelines.
                 State agencies must hold three public meetings to  
               consider comments prior to disbursing grants and  
               loans, which must be published on the agencies'  
               websites 30 days before any public meeting, then  
               transmitted to the appropriate legislative fiscal and  
               policy committees.    
                 State agencies must require adequate reporting of  
               expenditures.
                 The California State Auditor must annually conduct  
               a programmatic review and an audit of expenditures,  
               reported annually on or before March 1.
                 Bond funds can't be used to support project or  
               permit environmental mitigation, unless specified in  
               the bill, or to acquire water rights, pay the costs of  
               Delta conveyance systems, or pay for penalties or  
               correcting violations.
                 Declares that it doesn't affect specified statutes  
               and legal protections. 
                 Limits applicants for bond funds to public  
               agencies, public utilities, federally recognized  
               Indian tribes, specified state Indian tribes, and  
               nonprofit organizations, although a public agency may  
               use funds to benefit recipients of mutual water  
               companies under certain conditions.  
                 Bars funding specific projects.
                 Directs agencies to use the California Conservation  
               Corps' services whenever feasible.
                 Allows the Legislature to approve multiyear Budget  
               Change Proposals for bond funds.
                 Clarifies that bond proceeds are not subject to the  
               "Gann Limits" on government spending (California  
               Constitution, Article XIIIB).  






          AB 1331 - 5/8/14 -- PageG


          The measure defines many of its terms, makes technical and  
          conforming changes, enacts several legislative findings and  
          declarations supporting its purposes, and also declares  
          specified findings made by the people of the State of  
          California.  


                               State Revenue Impact
           
          No estimate.



                                     Comments  

          1.   Purpose of the bill  .  According to the author, "Passing  
          a water bond that voters will approve in November is  
          critical to California's water future.  The legal deadline  
          is June 26.  AB 1331 offers a balanced package of funding  
          for the top priorities in water funding needs, while  
          ensuring accountability to voters for that spending.  I  
          have developed this bill through a comprehensive and  
          transparent process that included public hearings on the  
          water bond across the state.  While the Senate may wish to  
          consider increasing funding for some needs, such as  
          groundwater cleanup and recycling, gaining voter approval  
          necessitates that we keep the water bond measure under $10  
          billion."

          2.  Sixteen tons  .  Debt is an essential part of almost every  
          government, business, and personal balance sheet, as  
          borrowers seek funds from lenders in exchange for a future  
          commitment to repay them.  However, evaluating the State's  
          general obligation debt is difficult; both the State  
          Treasurer and the Legislative Analyst's Office suggest  
          there's no correct amount.  Instead, experts suggest that  
          states should look at three criteria: affordability,  
          comparability, and optimality<1>:

          California's debt is affordable. The State Treasurer  
          estimates that the state will spend 7.7% of General Fund  
          -------------------------
          <1>
           Robert Wassmer and Ronald Fisher "Debt Burdens of  
          California State and Local Governments: Past, Present and  
          Future." As requested and supported by the California Debt  
          and Investment Advisory Commission.  July 2011.





          AB 1331 - 5/8/14 -- PageH

          revenues on debt service in 2012-13.  However, these costs  
          reduce the funding that is available for other priorities.   
          Debt service is one of the fastest growing state costs,  
          expected to reach $8.6 billion in 2017-18 assuming no new  
          authorizations, according to the Governor's Five-Year  
          Infrastructure Plan.  The Plan proposes no new general  
          obligation bonds, instead relying on more limited  
          lease-revenue bonds because of this increased debt burden.

          California's comparability to other states is less  
          favorable.  The State Treasurer's Debt Affordability Report  
          contains the following chart:


           ------------------------------------------------------------ 
          |Debt Ratios Of 10 Most Populous States, Ranked By Ratio Of  |
          |Debt To Personal Income                                     |
          |                                                            |
           ------------------------------------------------------------ 
          |----------------+-----------+--------+---------+-----------|
          |     State      | Moody's/  |Debt To |Debt Per | Debt As A |
          |                |   S&P/    |Personal|Capita(b)|    %      |
          |                | Fitch(a)  |        |         | Of State  |
          |                |           |Income(b|         | GDP(b)(c) |
          |                |           |   )    |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Texas           |Aaa/AA+/AAA|  1.5%  |  $580   |   1.16%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Michigan        |Aa2/AA-/AA |  2.2%  |  $800   |   2.05%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |North Carolina  |Aaa/AAA/AAA|  2.4%  |  $853   |   1.89%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Pennsylvania    |Aa2/AA/AA+ |  2.8%  | $1,208  |   2.66%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Ohio            |Aa1/AA+/AA+|  2.8%  | $1,047  |   2.50%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Florida         |Aa1/AAA/AAA|  2.8%  | $1,087  |   2.78%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|
          |Georgia         |Aaa/AAA/AAA|  3.0%  | $1,061  |   2.51%   |
          |                |           |        |         |           |
          |----------------+-----------+--------+---------+-----------|






          AB 1331 - 5/8/14 -- PageI

          |Illinois        | A3/A-/A-  |  5.7%  | $2,526  |   4.85%   |
          |----------------+-----------+--------+---------+-----------|
          |California      |  A1/A/A   |  5.8%  | $2,565  |   4.98%   |
          |----------------+-----------+--------+---------+-----------|
          |New York        |Aa2/AA/AA  |  6.3%  | $3,174  |   5.36%   |
           ----------------------------------------------------------- 
           ------------------------------------------------------------ 
          |                             |        |         |           |
          |Moody's Median All States    |  2.8%  | $1,074  |   2.47%   |
          |                             |        |         |           |
          |-----------------------------+--------+---------+-----------|
          |                             |        |         |           |
          |Median For The 10 Most       |  2.8%  | $1,074  |   2.59%   |
          |Populous States              |        |         |           |
          |                             |        |         |           |
           ------------------------------------------------------------ 
           ------------------------------------------------------------ 
          |                                                            |
          |(a) Moody's, Standard & Poor's, and Fitch Ratings as of     |
          |September 2012.                                             |
          |                                                            |
          |(b) Figures as reported by Moody's in its 2012 State Debt   |
          |Medians Report released May 2012. As of calendar year end   |
          |2011.                                                       |
          |                                                            |
          |(c) State GDP numbers have a one-year lag.                  |
          |                                                            |
          |                                                            |
           ------------------------------------------------------------ 

          Determining optimality or whether government is investing  
          in the quantity and quality of public capital desired by  
          residents, and financing the appropriate share with debt,  
          is very difficult.  LAO recommends that the Legislature  
          consider the recently released Five-Year Infrastructure  
          Plan as a starting point to developing a coordinated  
          approach to infrastructure funding, and establish a  
          committee to focus on statewide infrastructure.  In the  
          water area, LAO recommends:
                 Reduce infrastructure demand, 
                 Ensure that beneficiaries and polluters pay, 
                 Decide on a mix of state funding mechanisms and  
               sources, and match them with each activity,
                 Use bond funds for large capital projects that meet  
               a need over several decades, and
                 Determine relative priority for water  
               infrastructure as part of the state's total need.






          AB 1331 - 5/8/14 -- PageJ


          3.   Power to the people  .  AB 1331 repeals the larger SBx7 2  
          bond, and replaces it with one more than $3 billion  
          cheaper.  However, any debt analysis is contingent on  
          whether voters are more likely to approve this bond, the  
          previous one, or none at all:  Should AB 1331 be enacted,  
          the voters will decide whether to add $8 billion to the  
          total of authorized general obligation bonds, thereby  
          limiting the amount voters could add on top of California's  
          current $127 billion total.  However, the state won't incur  
          any debt should the Legislature choose not to replace the  
          SBx7 2 bond, or voters reject it.

          4.   The good news  .  Investors ultimately determine a  
          state's creditworthiness and the interest rate paid on a  
          bond when they bid to purchase one.  However, ratings  
          issued from the three major ratings agencies often inform  
          investors and the public regarding the investment risk of  
          purchasing a California general obligation bond.  These  
          ratings change over time in response to a state's fiscal  
          situation and economy, among other factors.  In January,  
          ratings agency Standard and Poor's raised the outlook on  
          the state's general obligation debt from stable to  
          positive, which often portends an upgrade, following on the  
          agency's boost for California from A- to A last year, as  
          well as Fitch's upgrade last August.  However, the state  
          still has the second lowest rating in the nation.  

          5.   The bad news . California has a distinct problem: of the  
          $127 billion that voters have authorized, almost $25  
          billion hasn't been issued yet.  The state hasn't issued  
          almost $7 billion in transportation bonds, and $9.2 billion  
                                                                              in high speed rail bonds, because the projects haven't yet  
          received the needed approvals.  Should the voters approve  
          new general obligation debt for water, the state would  
          either have to sell sufficient debt to fund everything, and  
          increase debt service costs accordingly, or choose which of  
          these projects should be funded first.  Additionally, the  
          Committee approved SB 1086 (DeLeon) that calls for bonds in  
          unspecified amounts for parks, and the Assembly recently  
          approved AB 2235 (Buchanan), which the Committee will  
          likely hear later this month, would place a measure before  
          voters to approve $9 billion in bonds for school  
          construction.

          6.   Options  .  AB 1331 is one of two bonds under active  
          consideration in the Legislature this year.  In February,  






          AB 1331 - 5/8/14 -- PageK

          the Committee approved SB 848 (Wolk), a $6.825 billion  
          bond, which is currently in the Senate Committee on Rules.   
          Neither measure has yet received the 2/3 vote necessary to  
          advance from either Floor.
                                         

                                 Senate Actions
           
          Senate Environmental Quality       5 - 2
          Senate Natural Resources and Water 7 - 2

                                         
                                Assembly Actions  

          Assembly Floor                     60 - 0
          Assembly Appropriations                 12 - 0
          Assembly Water, Parks and Wildlife 10 - 0
          Assembly Rules                     11 - 0


                        Support and Opposition  (06/04/14)

           Support  :  California Association of Professional  
          Scientists; California Association of Sanitation Agencies;  
          California Urban Partnership; California Water Association;  
          California Watershed Network; City of Beaumont; City of  
          Long Beach; Eastern Municipal Water District; Long Beach  
          Board of Water Commissioners; Long Beach Water Department  
          (if amended); Metropolitan Water District of Southern  
          California (if amended); Professional Engineers in  
          California Government; Orange County Business Council; San  
          Francisco Chamber of Commerce; State Building and  
          Construction Trades Council; Trust for Public Land; United  
          Farm Workers of California; Upper District; Urban Forest  
          Coalition; Water Bond Coalition; Water Reuse.

           Opposition (unless amended)  :   Association of California  
          Water Agencies;  Northern California Water Association.

           No Position  :  Sierra Club of California; Rural County  
          Representatives of California